Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : DRKOOP.Com,Inc - (Nasdaq - KOOP) -- Ignore unavailable to you. Want to Upgrade?

To: OFW who wrote (478)	7/28/1999 9:42:00 PM
From: PartyTime	Respond to of 595

OFW--the following is actually a response to Eric. For some reason I can't get it posted in direct response his post, so I'm trying the back door. >>>PT - interesting statement about the research grants. I hadn't considered that concept before.<<< I've had considerable experience throughout my lifetime with grants. I once was a research assistant at the Boston University Medical School and as a free-lance transcriptionist (typing in excess of 100 WPM) I've been involved in my share of 'em. I know how they pad 'em up. KOOP will have a very good business here. >>>There will be too many places for people to buy medicinal items online for KOOP to derive any significant profit from this, IMO. For starters, how about CVS, RiteAid, Eckerd and Drugstore.com, not to mention most of the other "information providers" eventually.<<< Yes, this is true. But remember, a lot of these folks are going to first find out about their respective afflictions at the KOOP site. Sure some frugal ones will shop about, but many, many will simply order from the KOOP site. Ever hear of convenience stores? >>>What insurance companies want and need, most of all, is a way to cut their costs of providing medical care. What would they be willing to pay KOOP for? Most or all of the information KOOP provides is available at many competing sites in one form or another, accessible by search engines, and dozens of modalities of diagnostic tests will soon be available elsewhere over the Internet (watch the newswires!) and even some via telephone lines. THAT is how insurance companies will be able to reduce the number of doctor visits.<<< Look, if KOOP is a medical household name, you can safely bet that insurance companies will find a way to manipulate into this status. Also remember that KOOP wants to be the whole package. Do we know for sure that KOOP won't set up or acquire a subsidiary or two or three or four in order to deal with the pharms, the managed care folks, insurance companies etc., so as not to impinge on the good reputation of the good doctor? This is very possible. >>>Acquisitions of actual revenue-producing complementary businesses is KOOP's only hope, long term. Just my opinion as always, but it seems clear that more and more people are sharing it these days <g>. -Eric<<< Eric, of course they're sharing it. They're shorters. They know there are KOOP investors who are milk rich from their initial gains (these folks don't wanna lose them), so there's pressure there. The shorters also know that the market was jittery prior to the Greenspan rap. The shorters even invoked the great ToykoJoe's name in efforts to run up the price before the collapse. And more than anything, these shorters knew that KOOP-like investors would easily sell some of their KOOP shares in order to get in on Drugstore.com. So under these conditions, why wouldn't there be a tremendous amount of negativity about KOOP? Think about it! Also, remember KOOP is vulnerable because it's so new and still very, very volatile--it therefore can be manipulated, which is precisely what's happening. Although I haven't done this, I bet you'd find similar fluctuations back when Amazon, Yahoo, AOL, Ebay, Doubleclick and others began their march toward soaring share prices. I truly think KOOP will ultimately be recognized for what it is, a reliable and trustworthy and very practical Internet company for this day and age. The Boomers, already thankful for KOOP's HIV/AIDS and tobacco work, are gonna love him as they enter the "Wrinkle Factory." (LOL) I remain very long on KOOP!

To: OFW who wrote (478)	7/28/1999 9:45:00 PM
From: PartyTime	Read Replies (1) \| Respond to of 595

>>>Eric is correct. Too many competitors for too few revenue sources will make this field very difficult for 99.99% of these new companies. <<< One might say the same thing about the oil drillers. But there are many of them and they continue to consolidate. You don't think they'll be a consolidation activity a short bit down the road? I do. So who has a good shot to survive? The Household name: KOOP! In my opinioin, of course.